Purchases and Sales Made in Q2 2023 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2023. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-260- 7.34% |
$37.4K - $45.4K
|
3.28K
$788K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-263- 0.85% |
$37.9K - $45.9K
|
30.6K
$7.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-264- 11.21% |
$38K - $46.1K
|
2.09K
$502K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-266- 10.29% |
$38.3K - $46.5K
|
2.32K
$557K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-271- 2.21% |
$39K - $47.3K
|
12K
$2.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-278- 4.75% |
$40K - $48.5K
|
5.57K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-279- 6.99% |
$40.2K - $48.7K
|
3.71K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-280- 3.28% |
$40.3K - $48.9K
|
8.26K
$1.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-284- 2.75% |
$40.9K - $49.6K
|
10.1K
$2.41M
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-285- 9.3% |
$41K - $49.8K
|
2.78K
$667K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-287- 7.92% |
$41.3K - $50.1K
|
3.34K
$801K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-287- 1.31% |
$41.3K - $50.1K
|
21.6K
$5.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-290- 17.67% |
$41.8K - $50.6K
|
1.35K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-291- 0.17% |
$41.9K - $50.8K
|
174K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-298- 2.71% |
$42.9K - $52K
|
10.7K
$2.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-300- 1.12% |
$43.2K - $52.4K
|
26.5K
$6.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-301- 3.0% |
$43.3K - $52.6K
|
9.74K
$2.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-306- 0.27% |
$44.1K - $53.4K
|
113K
$27M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-306- 25.37% |
$44.1K - $53.4K
|
900
$216K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-306- 29.77% |
$44.1K - $53.4K
|
722
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-307- 0.22% |
$44.2K - $53.6K
|
138K
$33.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-308- 15.24% |
$44.3K - $53.8K
|
1.71K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-313- 2.72% |
$45.1K - $54.7K
|
11.2K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-314- 1.88% |
$45.2K - $54.8K
|
16.4K
$3.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-322- 1.27% |
$46.4K - $56.2K
|
25K
$6.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-325- 7.27% |
$46.8K - $56.8K
|
4.15K
$995K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-325- 8.57% |
$46.8K - $56.8K
|
3.47K
$832K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-325- 1.64% |
$46.8K - $56.8K
|
19.5K
$4.68M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-330- 1.4% |
$47.5K - $57.6K
|
23.2K
$5.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-331- 1.27% |
$47.7K - $57.8K
|
25.8K
$6.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-333- 4.99% |
$47.9K - $58.2K
|
6.34K
$1.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-338- 1.78% |
$48.7K - $59K
|
18.6K
$4.47M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-341- 3.25% |
$49.1K - $59.5K
|
10.2K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-342- 15.15% |
$49.2K - $59.7K
|
1.92K
$460K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-342- 6.69% |
$49.2K - $59.7K
|
4.77K
$1.15M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-342- 6.69% |
$49.2K - $59.7K
|
4.77K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-344- 16.85% |
$49.5K - $60.1K
|
1.7K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-345- 1.07% |
$49.7K - $60.2K
|
31.9K
$7.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-358- 10.78% |
$51.5K - $62.5K
|
2.96K
$711K
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-359- 2.79% |
$51.7K - $62.7K
|
12.5K
$3M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-368- 4.9% |
$53K - $64.3K
|
7.14K
$1.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-370- 3.48% |
$53.3K - $64.6K
|
10.3K
$2.47M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-370- 3.48% |
$53.3K - $64.6K
|
10.3K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-375- 0.98% |
$54K - $65.5K
|
37.9K
$9.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-380- 24.69% |
$54.7K - $66.4K
|
1.16K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-383- 11.5% |
$55.1K - $66.9K
|
2.95K
$707K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-384- 6.59% |
$55.3K - $67.1K
|
5.44K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-388- 12.09% |
$55.9K - $67.8K
|
2.82K
$677K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-388Closed |
$55.9K - $67.8K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-389- 13.33% |
$56K - $67.9K
|
2.53K
$607K
|